The Aidentified Starter Plan: Relationship intelligence and wealth insights, optimized for flexibility

We’re excited to introduce the new Aidentified Starter Plan. Designed for financial advisors and professionals who want a more flexible path to smarter organic growth, the Starter Plan is only $49/month. It brings together Aidentified’s premium data, AI-powered relationship mapping, and wealth intent signals all at a fraction of the cost compared to traditional prospecting solutions.

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Start your free trial: https://www.aidentified.com/starter-plan

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Top-performing advisors understand the link between list size and AUM growth isn’t linear. Their most successful growth strategies rely on reaching the right people at the right time and building real human connections. In fact, 93% of top RIAs cite referrals as the most important lead source for client acquisition. Whether you’re looking to grow your book of business, expand into a new market, or re-engage existing clients more effectively, Aidentified’s proprietary Wealth Network Intelligence™ platform reveals the insights you need. 

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With the Starter Plan you gain direct, affordable access to the same insights and intelligence trusted by the nation’s leading RIAs and Broker-Dealers, without the cost or complexity of enterprise deployment.

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Access all of the core features that exist in our Premium Plan, but with a lighter monthly credit allowance. The goal isn’t volume, it’s clarity.

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The Starter Plan includes:

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• AI-powered relationship mapping across real-world networks
• 125 monthly credits
• 100 saved searches
• 50 import files
• Access to 16 Wealth Triggers, including IPOs, stock sales, leadership changes, and company acquisitions
• Location and property information
• Income data and modeled net worth

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